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Nonprofit · EIN 61-6287564

ASTRA ZENECA VEBA TR AGREEMENT FOR RETIREE HEALTH BENEFITS

Tax-exempt · WILMINGTON, DE 19850

Financials

$178K$19.7M2023$6.2M$15.9M2024
Revenue Expenses · by fiscal year end
Financials of ASTRA ZENECA VEBA TR AGREEMENT FOR RETIREE HEALTH BENEFITS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$6,239,594$15,877,220-$9,637,626$46,709,245$0$46,709,245
December 31, 2023990$177,536$19,660,151-$19,482,615$23,957,478$0$23,957,478
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$6,239,594
Net gain from sales of assets
$6,000,000
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$15,785,340
Compensation of officers, directors and key employees
$31,972
Salaries, compensation and benefits (total)
$31,972
Professional fundraising fees
$0
Legal fees
$3,488
Program services (functional)
$15,877,220

Balance sheet and other

Total assets, start of year
$23,957,478
Total assets, end of year
$46,709,245
Total liabilities, end of year
$0
Net assets, end of year
$46,709,245
Gross unrelated business income
$6,239,594
Gross receipts
$16,727,360
Employees
0
Volunteers
0
Year formed
2002
State of legal domicile
DE

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
MATRIX TRUST COMPANYTRUSTEE
Institutional trustee
1$31,972
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
MATRIX TRUST COMPANYTRUSTEE
Institutional trustee
1$34,969

Address and contacts

Address (IRS master file)
PO BOX 15437, WILMINGTON, DE 19850-5437
In care of
% BOOKS/MATRIX TRUST CO/RECORD
Principal officer (990 for 2024)
KEVIN DURNING, PO BOX 15437, WILMINGTON, DE 198505437
Signed the 990
KEVIN DURNING, DIRECTOR
Phone
(302) 886-3000
Return prepared by
DELOITTE TAX LLP

Mission

THE ASTRAZENECA VEBA TRUST AGREEMENT FOR RETIREE HEALTH BENEFITS IS A VOLUNTARY BENEFICIARY ASSOCIATION ORGANIZED UNDER 501(C)(9) TO PROVIDE MEDICAL AND DENTAL COVERAGE TO ELIGIBLE RETIRED FORMER EMPLOYEES OF ASTRAZENECA PHARMACEUTICALS, LP.

990 for the year ended December 31, 2024

Program accomplishments

  • A 501(C)(9) TRUST ESTABLISHED FOR THE FUNDING AND PAYMENT OF MEDICAL AND DENTAL BENEFITS ON BEHALF OF ELIGIBLE RETIRED FORMER EMPLOYEES OF ASTRAZENECA PHARMACEUTICALS, LP.
    Expenses $15,877,220 · revenue $6,239,594

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
61-6287564
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2003
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$46,709,245
Income (IRS master file)
$16,727,360

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$6,239,594$15,877,220$46,709,245XML
990December 2023$177,536$19,660,151$23,957,478XML
990December 2022$36,737$21,251,507$43,440,093IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 61-6287564).

Questions about ASTRA ZENECA VEBA TR AGREEMENT FOR RETIREE HEALTH BENEFITS

What is the EIN of ASTRA ZENECA VEBA TR AGREEMENT FOR RETIREE HEALTH BENEFITS?
The employer identification number (EIN) of ASTRA ZENECA VEBA TR AGREEMENT FOR RETIREE HEALTH BENEFITS is 61-6287564.
Is ASTRA ZENECA VEBA TR AGREEMENT FOR RETIREE HEALTH BENEFITS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2003.
Are donations to ASTRA ZENECA VEBA TR AGREEMENT FOR RETIREE HEALTH BENEFITS tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does ASTRA ZENECA VEBA TR AGREEMENT FOR RETIREE HEALTH BENEFITS file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of ASTRA ZENECA VEBA TR AGREEMENT FOR RETIREE HEALTH BENEFITS due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ASTRA ZENECA VEBA TR AGREEMENT FOR RETIREE HEALTH BENEFITS last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of ASTRA ZENECA VEBA TR AGREEMENT FOR RETIREE HEALTH BENEFITS?
The 990 for the year ended December 31, 2024 names KEVIN DURNING.
Who are the officers and directors of ASTRA ZENECA VEBA TR AGREEMENT FOR RETIREE HEALTH BENEFITS?
The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $31,972 (MATRIX TRUST COMPANY, TRUSTEE).
How much revenue does ASTRA ZENECA VEBA TR AGREEMENT FOR RETIREE HEALTH BENEFITS have?
On its 990 for the year ended December 31, 2024 it reported revenue of $6,239,594, expenses of $15,877,220 and total assets of $46,709,245 at year end.

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